ESOP · DOL Form 5500 · 2022

Peoples Security Bank & Trust Company ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
327
Participants Below avg headcount
55th
Percentile by assets National rank
$18,811
Avg per participant Low balance/head
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Official DOL plan name: Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance

$6M in assets, 327 participants

Peoples Security Bank & Trust Company's Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported $6M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,571 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan covers 327 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#3,571
in Finance & Insurance (9,261 peers)
-6.1%
assets change YoY

The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,151,292 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peoples Security Bank & Trust Co. Employee Stock Ownership Plan sits mid-pack in the medium band (327 participants).

EBSA filing schedule strip

Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2022 · ESOP

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · $6M · 327 · 55th

  • PCT $6M
  • PCT 327
  • PCT 55th
  • PCT ESOP
  • PCT near Alliance Foods Inc Employee Stock Ownership Plan
  • PCT ind #3571

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan in the asset neighbourhood

Solid It Networks, Inc. Employee Stock Ownership PlanSolid It Networks, Inc. Empl…$6MPeoples Security Bank & Trust Co. Employee Stock Ownership PlanPeoples Security Bank & Trus…$6MAlliance Foods Inc Employee Stock Ownership PlanAlliance Foods Inc Employee …$6MArtisans, Inc. Employee Stock Ownership Plan and TrustArtisans, Inc. Employee Stoc…$6MLbs Employee Stock Ownership PlanLbs Employee Stock Ownership…$6M
End-of-year total assets ($M) among Peoples Security Bank & Trust Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$396K
Employer EIN240603570
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peoples Security Bank & Trust Company)

Sponsor-wide plan assets over time

All Peoples Security Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$77M 21.91168738913884% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.4M $77.3M ▲ +21.9%
Year Plans Participants Total Assets
2022 3 765 $63M
2023 3 788 $70M
2024 3 789 $77M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Peoples Security Bank & Trust Co. Employee Stock Ownership Plan, Total assets ($B): 0.006151292 · Participants: 327Peoples Security Bank & Trust Co. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Peoples Security Bank & Trust Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Alliance Foods Inc Employee Stock Ownership Plan in MI ($6M); by covered participants it is Milan Institute Employee Stock Ownership Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Peoples Security Bank & Trust Co. Employee Stock Ownership Plan assets move in 2022? ▼
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan pulled back noticeably - down 6.1% during 2022, from $7M to $6M. Reported net income was -$396K.
How have Peoples Security Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Security Bank & Trust Company's sponsor-wide assets grew 21.9%, from $63M to $77M.
Which ESOP plans are similar in size to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alliance Foods Inc Employee Stock Ownership Plan in MI ($6M, 25 participants).
Which ESOP plans cover a similar participant headcount to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Milan Institute Employee Stock Ownership Plan in CA (327 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240603570.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.